Upcoming Webinars, Seminars & Conference Calls

September 23, 2020

Tap trends to get business - an Assurity webinar
Awareness of life insurance is higher now than ever before – giving you a huge opportunity in the market. This webinarwill teach you how to harness this fall’s trends and get the most out of enrollment season. You’ll get:
- Analysis on the best opportunities in the life insurance markets
- Sales ideas
- Product solutions you can use to build your business today
12:00 PM ET - Register here.

Income Savvy – an AIG webinar
Please join this webinar for a timely session focused on Retirement Income Planning. We will explore the challenges, the client conversation, and the importance of having a company with the strength to be there.
2:00 PM ET - Register here.

September 24, 2020

How can you help clients navigate tax uncertainty? – a Prudential webinar
Since taxes are subject to political and economic factors, their ongoing uncertainty can pose a challenge for clients trying to plan for their future. Join this webinar to learn how to help clients use the “Power of Two,” combining the life insurance clients need with tax benefits to help achieve the goals they want, to navigate this uncertainty.
Take clients beyond why they need life insurance to why they should also want it to help address taxes. The Power of Two highlights 5 key tax codes that enable clients to use life insurance to:
- Pass on tax-free death benefits to their beneficiaries. (IRC §101(a))
- Enjoy tax-deferred growth potential. (IRC §7702)
- Receive favorable lifetime tax treatment by paying premiums within cash value limits. (IRC §7702A)
- Obtain tax-free policy withdrawals to basis from a non-MEC policy. (IRC §72)
- Accelerate life insurance death benefits in the event of chronic or terminal illness, tax free. (IRC §101(g))
2:00 PM ET - Register here.

September 25, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

September 30, 2020

Insurance LLCs and Business Planning – a John Hancock webinar
A discussion on the popular hybrid buy-sell arrangement known as an insurance LLC.
2:00 PM ET - Register here.

October 6, 2020

Timing is Key: Don’t Settle for the Default Distribution Plan – a Licoln Financial webinar
Agenda:
- Leveraging FIA’s as a short-term accumulation option or as an alternative to Bonds
- How to leverage an FIA for a Beneficiary in a post SECURE Act world
- Beneficiary IRA’s to fund life insurance and LTC premiums
- Taking distributions on their terms for healthcare expenses
2:00 PM ET - Register here.

October 7, 2020

October 9, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

October 21, 2020

October 23, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

November 6, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

November 11, 2020

Learn How Electronic App + eSignature Eases Submissions – an Integrity Life webinar
Have you ever submitted an application and later learned that a form is missing or that sections are incomplete? Spend just 30 minutes to see how this technology can help you quickly complete required documents and reduce errors with a click of a few buttons! eSignature is available on all of our fixed, indexed and immediate annuity electronic apps.
3:30 PM ET - Register here.

November 20, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

December 4, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

December 18, 2020

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.

January 8, 2021

OneAmerica training: Hybrid life & annuity LTC – a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details:
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.